How one B2B sales team transformed its entire workflow with Salesforce
In fast-paced industries, sales teams can’t afford to be slowed down by clunky tools, manual processes, or scattered data. And yet — that’s exactly where many enterprise sales organizations find themselves.
One company was stuck in that trap: multiple systems, manual workarounds, and reps bogged down in admin instead of focusing on customers. Quotes took too long. Approvals happened over email threads. Reporting was unreliable at best.
“It wasn’t just a technology issue — it was a workflow issue. To move forward, they didn’t just need a new platform. They needed a smarter way to sell.”
Putting Sales Teams First
Working with Aether Global, the company took a different approach: don’t just plug in Salesforce — rebuild the sales process around how reps actually work.
That meant focusing on speed, simplicity, and mobile-first execution.
Using Salesforce Sales Cloud, we delivered:
- Centralized Lead, Opportunity, and Account Management
- Quote and Contract tools that simplified deal cycles
- Mobile-first layouts so reps could work from anywhere
- Einstein Activity Capture to sync emails and meetings
- Real-time dashboards so sales leaders could see what’s happening — without chasing updates
Instead of customizing everything up front, we built a solid foundation. Then let the sales team use it, adapt to it, and evolve it.
What Changed?
The shift was immediate.
- Reps could manage their pipeline in real time, from any device
- Sales cycles sped up — no more quoting delays or manual approvals
- Data accuracy improved, making reporting far more reliable
- Leadership finally had pipeline visibility without asking for a status update
Why Mobile-First Matters Now
In industries like aviation, logistics, and enterprise services, B2B sales teams — especially those managing key accounts and channel partners — are constantly on the move. Whether they’re visiting partners, attending industry events, or managing regional meetings, they can’t rely on desktop-only systems.
Being mobile-ready isn’t optional — it’s essential.
With a mobile-optimized Salesforce Sales Cloud setup, reps can:
- Pull up account insights before client meetings
- Review deal history and current opportunities on the spot
- Log meeting notes and follow-up tasks immediately
- Track pipeline performance and collaborate on deals — even in transit
Ready to modernize your B2B sales process with Salesforce?
Aether Global helps organizations move from disconnected tools to intelligent sales execution — with Salesforce at the center.
Let’s talk about how we can help.
